Fidelity International Empowers Their Sales Team With Morningstar Direct

Jason Drewett uses Morningstar Direct to integrate Morningstar data into his firm’s sales process and operations. The fund and market analysis they uncover helps Fidelity International bring efficiency to conversations with clients. Transferring data into client facing materials is quick and easy, and consistent formatting improves trust and credibility. With Morningstar Direct, he’s able to provide more context to inform decisions.

Watch Jason’s success story below.